Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet | Tamarac Advisor View Portfolio Management Application

Powerful Technology Empowers SBSB Advisors to Focus on Client Service

Sullivan, Bruyette, Speros & Blayney (SBSB), an SEC-registered investment advisor located in McLean, Virginia, recently announced its selection of Envestnet | Tamarac’s Advisor View as the firm’s new portfolio management and reporting solution. Implementing Advisor View will help SBSB advisors manage their client portfolios more efficiently and demonstrate a higher level of service using the application’s reporting and client portal capabilities.

“We needed to look at the next generation of technology to better serve our clients,” said Martine Lellis, chief operating officer at SBSB. “Tamarac became the clear leader when we saw how it will take our client experience to the next level and pay back in operational efficiencies.”

With the operational time savings that Advisor View delivers, SBSB advisors will be able to focus more time on serving the firm’s more than 1,000 clients. Advisors will have a clearer picture of their entire book of business at their fingertips with custom dashboards, and they will be better prepared for client interactions with the ability to clearly communicate the value they provide through Advisor View’s client portal and reports.

“By leveraging our award-winning portfolio management and reporting software, SBSB advisors can better develop and communicate thoughtful, data-driven action plans for their clients,” said Stuart DePina, president of Envestnet | Tamarac. “Tamarac is squarely focused on enabling advisors with the integrated technology they need to run a more competitive practice and provide a higher level of service to their clients.”

Advisor View is a component of Advisor Xi, Envestnet | Tamarac’s web-based platform for independent RIAs. In addition to Advisor View, the Advisor Xi suite includes Advisor Rebalancing, the industry’s leading portfolio rebalancing and trading application, and Advisor CRM, a client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics CRM platform.

“We are confident in our new partnership with Tamarac and that the transition to its portfolio management platform will not only be seamless, but will also provide us with opportunity to drive more efficiencies across our organization,” said Lellis. “The fact that Tamarac never stops innovating gives us the advantage of continually being at the forefront of technology for the benefit of our investor clients.”

SBSB’s 50 employees provide holistic financial planning and wealth advisory services to high-net-worth individuals and families throughout the United States and manage more than $3 billion in assets. Since 1991, SBSB has paired a customized approach to creating integrated financial strategies with a strong commitment to client service. More Press Releases Schedule a Demo